Construction & Property: Case Study 3

Background

Successful privately owned UK construction business with an ageing senior team of managers and directors who retained all company knowledge and held key relationships with customers/suppliers. Some members of the senior team (also shareholders) expressed their wish to retire in the medium term, but with neglect of business / future planning, AAB worked with them to develop a succession plan.

Our Approach

  • Held meetings with key senior team to review current business and practices
  • Facilitated a Succession Planning Workshop to open up communication of future aspirations, concerns and ideas
  • Created a structure for planning for the future, including succession planning and strategies for external recruitment
  • Addressed shareholder retirement possibilities through share valuation to determine the value of the business prior to planned exit
  • Specialist tax advice on share restructuring based on the timelines and outcomes determined by the succession plan
  • Provided a plan to successfully restructure the shares in the most tax efficient manner

The Benefits to the Client

  • Independent business review and project management, enabling action and removing distraction
  • Introduced business strategy tools to be used in succession planning and internal / external communication
  • Provided a structure for management continuity and succession throughout a period of senior team retirement
  • Introduced a system that decreases business reliance and exposure to the external recruitment market
  • Promoted improved and open communication amongst the senior team
  • Improved efficiencies in internal processes
  • Added value, sustainability and longevity to the business

The Plus Factor in Action

  • We helped our client make money by providing a plan to successfully restructure the shares in the most tax efficient manner
  • We saved our client time by providing an independent business review and project management, enabling action and removing distraction
  • We gave our client peace of mind by providing our expertise to add value, sustainability and longevity to the business
  • We supported them now and in the future by addressing shareholder retirement possibilities through share valuation to determine the value of the business prior to planned exit

The plus factor in action

"A2B have helped a lot over the last 6 months ...

JD Neuhaus

Read More...

"...AAB staff are very helpful, respond quickly when have issues...extranet ...

TWMA

Read More...

"AAB are providing us with advice regarding our overseas employee ...

Nautronix

Read More...

"We recently engaged A2+B for our group payrolls, covering 4 ...

Proserv UK Limited

Read More...

"As a German based company, we required in depth consultancy ...

Global Renewables Shipbrokers

Read More...

"QIC (UK) Ltd appreciates the level of customer service that ...

QIC UK Ltd

Read More...

"Routine monthly processing has been faultless and my dealings with ...

Scotia Instrumentation

Read More...

We have recently partnered with AAB to run our payroll ...

Apache Corporation

Read More...

“We work closely with AAB in relation to a wide ...

Helix Energy Solutions

Read More...

"We are a small business and have been using AAB ...

Karis Property

Read More...

"AAB have been providing payroll services to Hallin Marine for ...

Hallin Marine

Read More...

"READ Cased Hole Ltd contract Anderson Anderson & Brown to ...

READ Cased Hole Ltd

Read More...

“AAB recently helped my husband and I with appeals to ...

Melanie McEvoy

Read More...

"With a significant internationally mobile workforce we are faced with ...

Oceaneering

Read More...

"AAB have successfully implemented our global payrolls and are managing ...

Programmed

Read More...

"The team at AAB are always so supportive and time ...

Tesco Corporation Ltd

Read More...

"Working with AAB has been crucial to the success of ...

QIC UK

Read More...

"We decided to move our payroll processing to AAB in ...

Maureen Thayagarajan, Nalco Champion, an…

Read More...

"AAB keep us right regarding the confusing social security regulations ...

Energy People AS

Read More...

“Helen, Kevin and the team at AAB are clear experts ...

EPI

Read More...

The plus factor in action

Background In 2019 we mobilised at short notice a team to ...

Oil & Gas - E&P: Case Study 5

Read More...

Background The UK subsidiaries of a global weather forecasting and decision ...

Technology & Media: Case Study 2

Read More...

Background Company with an overseas parent, which provides sales, rental and ...

Engineering & Manufacturing: Case St…

Read More...

Background A UK energy company requiring tax compliance advice for their ...

Oil & Gas - E&P: Case Study 3

Read More...

Background A legal firm disposing of their business requiring Corporate Finance ...

Professional Services: Case Study 2

Read More...

Background A professional services LLP weighing the benefits of transferring their ...

Professional Services: Case Study 1

Read More...

Background Specialist lender and savings bank offering products to SME’s, homeowners ...

Financial Services: Case Study 1

Read More...

Background We were approached by an established E&P operator with assets ...

Oil & Gas - E&P: Case Study 4

Read More...

Background UK Motor retail group operating a nationwide chain of franchised ...

Leisure, Retail & Hospitality: Case …

Read More...

Background A local headquartered business providing building and facilities maintenance and ...

Facilities Management : Case Study 2

Read More...

Background Our client commenced in business as a property developer. Over ...

Construction & Property: Case Study …

Read More...

Background A local corporate property developer was approached to sell a ...

Construction & Property: Case Study …

Read More...

Background AAB were engaged in early 2011 to assist a trust ...

Public Sector: Case Study 1

Read More...

Background Preparation of detailed financial projections for a housing association in ...

Housing Associations: Case Study 1

Read More...

Background The Corporate Finance team supported an existing client of the ...

Technology & Media: Case Study 1

Read More...

Background A family led estate with a traditional mix of forestry ...

Rural: Case Study 1

Read More...

Background A new charity requiring support after a period of change ...

Charities: Case Study 2

Read More...

Background An existing charity client going through a transition period after ...

Charities: Case Study 1

Read More...

Background One of the world’s largest window covering companies based in ...

Construction & Property: Case Study …

Read More...

Background Successful privately owned UK construction business with an ageing senior ...

Construction & Property: Case Study …

Read More...